Cloud XPage CRM Contact Manager

Effective Online CRM management of your existing customer base and new leads. Nuture your contacts and turn them into customers.

Online CRM - Effective Cloud CRM Management

Instantly see contacts within the same company and identify who has the buying power. Target only those that matter to you.

• Store very detailed information on contacts and companies.
• Easily link to others to share important items.
• Store all correspondence history, e-mail, letters, faxes, telephone conversations.
• Classify and search on contacts by type, such as by interest or purchase power.
• View contacts in many different ways such as by Company, Account Manager, Region etc.
• Store contact preferences, such as callback reminders and product interests.
• Set reminders on call backs and on individual notes.
• Add images to contacts.

Online, Offline, Anytime

With an on-premise client install you manage your CRM data locally and then synchronise later. Ideal for when you have lost your internet connection.

Similarly, you can update your CRM data instantly with all changes reflected in real time out on the web.

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